Mike Fitzgerald
CFO, BWX Technologies
“[Government segment margin started the year at ~19%, now guiding 20.5%.] We've started to see some of the margin enhancements...in the reflected results.”
“[There is] backlog associated with older pricing arrangements with the customer...fully expect that to be done by the end of 2026.”
Mike Fitzgerald
One-line summary: CFO of BWX Technologies; dated the legacy-priced-backlog roll-off that explains BWXT's margin lag against accelerating naval-nuclear demand.
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On defense-industrial-base-magazine-depth:
"[Government segment margin started the year at ~19%, now guiding 20.5%.] We've started to see some of the margin enhancements...in the reflected results." — 2026-08-03-earnings-bwxt-q2-fy2026 (2026-08-03)
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On lta-contract-structure-as-price-insulation:
"[There is] backlog associated with older pricing arrangements with the customer...fully expect that to be done by the end of 2026." — 2026-08-03-earnings-bwxt-q2-fy2026 (2026-08-03)
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